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Meitav Investment House Portfolio holdings
AUM
$14.9B
Turnover
46.97%
1-Year Est. Return
46.8%
This Fund
S&P 500
This Quarter
Est. Return
+21.43%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$14.9B
AUM Growth
+$5.75B
(+63%)
Cap. Flow
+$4.37B
Cap. Flow
% of AUM
29.37%
Top 10 Holdings %
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48
Avg Time Held
2.3
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.67B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$396M |
| 3 |
TSMC
TSM
|
+$342M |
| 4 |
Teva Pharmaceutical Industries Limited
TEVA
|
+$331M |
| 5 |
Microsoft
MSFT
|
+$289M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Elbit Systems
ESLT
|
+$333M |
| 2 |
Tower Semiconductor
TSEM
|
+$308M |
| 3 |
Enlight Renewable Energy
ENLT
|
+$248M |
| 4 |
Nova
NVMI
|
+$247M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$159M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.48% |
| 2 | Technology | 14.71% |
| 3 | Financials | 4.67% |
| 4 | Communication Services | 3.91% |
| 5 | Healthcare | 3.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Invesco PHLX Semiconductor ETF
SOXQ
$2.9B
| $15.5M | 0.1% |
137,840
+42,470
| +45% | +$3.85M |
2025 Q2
4 quarters
|
|
102
Pershing Square USA
PSUS
| $15.4M | 0.1% |
+410,915
| New | +$16.4M |
2026 Q2
0 quarters
|
|
103
iShares Russell 2000 ETF
IWM
$77.5B
| $12.5M | 0.08% |
+41,446
| New | +$11.6M |
2026 Q2
0 quarters
|
|
104
Phillips 66
PSX
$115B
| $11.4M | 0.08% |
+47,721
| New | +$8.21M |
2026 Q2
0 quarters
|
|
105
MSCI
MSCI
$41.8B
| $11.3M | 0.08% |
20,106
+800
| +4% | +$467K |
2024 Q2
8 quarters
|
|
106
iShares MSCI USA Quality Factor ETF
QUAL
$48.9B
| $10.9M | 0.07% |
49,724
-3,792
| -7% | -$795K |
2021 Q3
19 quarters
|
|
107
Vanguard Information Technology ETF
VGT
$150B
| $10.7M | 0.07% |
89,934
+38,110
| +74% | +$4.17M |
2021 Q1
21 quarters
|
|
108
Mercado Libre
MELI
$94.1B
| $9.77M | 0.07% |
5,756
+1,251
| +28% | +$2.14M |
2025 Q1
5 quarters
|
|
109
Okta
OKTA
$36.5B
| $9.25M | 0.06% |
+67,770
| New | +$6.37M |
2026 Q2
0 quarters
|
|
110
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.67B
| $8.59M | 0.06% |
64,450
| – | – |
2026 Q1
1 quarter
|
|
111
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.5B
| $8.35M | 0.06% |
81,608
+3,500
| +4% | +$330K |
2024 Q1
9 quarters
|
|
112
State Street Materials Select Sector SPDR ETF
XLB
$7.99B
| $8.26M | 0.06% |
162,417
| – | – |
2020 Q4
22 quarters
|
|
113
United Rentals
URI
$65.2B
| $8.14M | 0.05% |
+7,194
| New | +$6.84M |
2026 Q2
0 quarters
|
|
114
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $8.04M | 0.05% |
101,804
+8,888
| +10% | +$703K |
2020 Q1
25 quarters
|
|
115
iShares Semiconductor ETF
SOXX
$42.6B
| $8.01M | 0.05% |
+12,499
| New | +$6.35M |
2026 Q2
0 quarters
|
|
116
iShares US Treasury Bond ETF
GOVT
$42B
| $7.72M | 0.05% |
339,541
+179,595
| +112% | +$4.09M |
2025 Q1
5 quarters
|
|
117
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $7.71M | 0.05% |
87,742
-177
| -0.2% | -$15.1K |
2025 Q2
4 quarters
|
|
118
Citigroup
C
$207B
| $6.99M | 0.05% |
+49,977
| New | +$6.51M |
2026 Q2
0 quarters
|
|
119
American Express
AXP
$212B
| $6.67M | 0.04% |
19,696
| – | – |
2020 Q3
23 quarters
|
|
120
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
| $6.31M | 0.04% |
109,500
+49,500
| +83% | +$2.64M |
2026 Q1
1 quarter
|
|
121
Modine Manufacturing
MOD
$8.18B
| $5.83M | 0.04% |
+21,838
| New | +$5.76M |
2026 Q2
0 quarters
|
|
122
ASML
ASML
$637B
| $5.48M | 0.04% |
2,756
-822
| -23% | -$1.31M |
2022 Q4
14 quarters
|
|
123
VeriSign
VRSN
$27.5B
| $5.23M | 0.04% |
20,786
| – | – |
2023 Q2
12 quarters
|
|
124
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.45B
| $5M | 0.03% |
17,635
-21,670
| -55% | -$5.86M |
2020 Q4
22 quarters
|
|
125
Bank of America
BAC
$362B
| $4.94M | 0.03% |
86,721
+4,453
| +5% | +$237K |
2017 Q4
34 quarters
|
|
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Meitav Investment House's Q2 2026 Portfolio in Review
As of Q2 2026, Meitav Investment House held 347 positions worth $14.9B, up 63% from $9.12B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Meitav Investment House deployed $4.37B of net new capital in Q2 2026, opening 115 new positions and adding to 94 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, up from 55% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was VanEck Semiconductor ETF, an estimated $159M trimmed.
- Meitav Investment House's largest Q2 2026 buy was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.
- Meitav Investment House added most to Invesco NASDAQ 100 ETF in Q2 2026, an estimated $267M increase.
- Meitav Investment House's biggest Q2 2026 reduction was VanEck Semiconductor ETF, cutting an estimated $159M.
- Meitav Investment House fully exited Elbit Systems in Q2 2026, selling an estimated $333M.
- Meitav Investment House's ten largest holdings make up 44% of its $14.9B portfolio in Q2 2026.
- Meitav Investment House opened 115 new positions and closed 48 in Q2 2026.
- Meitav Investment House's portfolio value rose 63% quarter-over-quarter to $14.9B.
Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.